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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
QV Investors
Calgary,
Alberta, Canada
| $1.04B | -$62.6M | -6% | 5.64% | 68.3% | 76 | 14.47% | 3.1 |
|
| 1602 |
1602
CWA Asset Management Group
Naples,
Florida
| $1.04B | -$34.1M | -3% | 4.27% | – | 329 | 17.33% | 2.5 |
|
| 1603 |
1603
Empowered Funds
Havertown,
Pennsylvania
| $1.03B | +$257M | +33% | 0.12% | 127% | 391 | 50.9% | 0.5 |
|
| 1604 |
1604
Fairholme Capital Management
South Miami,
Florida
| $1.03B | -$180M | -15% | 14.8% | 36.2% | 15 | 13.33% | 2.3 |
|
| 1605 |
1605
Level Four Advisory Services
Dallas,
Texas
| $1.03B | -$31.3M | -3% | 3.17% | 92.2% | 602 | 17.28% | 3 |
|
| 1606 |
1606
Aquatic Capital Management
Chicago,
Illinois
| $1.03B | +$719M | +234% | 7.99% | 51.9% | 1,698 | 65.67% | 0.2 |
|
| 1607 |
1607
Centaurus Financial
Anaheim,
California
| $1.03B | +$11.8M | +1% | 4.74% | 83.5% | 913 | 16.32% | 2.3 |
|
| 1608 |
LFCM
1608
Long Focus Capital Management
San Juan,
Puerto Rico
| $1.03B | +$71.3M | +7% | 1.64% | 120% | 123 | 21.95% | 0.6 |
|
| 1609 |
1609
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.03B | -$23.8M | -2% | 5.89% | 99.4% | 105 | 9.52% | 4.4 |
|
| 1610 |
1610
Praesidium Investment Management Company
New York
| $1.02B | -$120M | -10% | 0.4% | 79% | 16 | 12.5% | 2.8 |
|
| 1611 |
1611
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.02B | +$131M | +15% | 3.04% | 143% | 343 | 32.94% | 1.1 |
|
| 1612 |
1612
Advisory Research
Chicago,
Illinois
| $1.02B | -$1.32M | -0.1% | 7.07% | 144% | 447 | 38.03% | 1.6 |
|
| 1613 |
1613
Arete Wealth Advisors
Chicago,
Illinois
| $1.02B | +$33.2M | +3% | 5.03% | 85.3% | 631 | 36.77% | 1.9 |
|
| 1614 |
1614
North Star Investment Management
Chicago,
Illinois
| $1.02B | -$80M | -7% | 5.33% | 80.6% | 1,208 | 4.47% | 3.7 |
|
| 1615 |
1615
Canyon Capital Advisors
Dallas,
Texas
| $1.02B | -$243M | -19% | 1.61% | 78% | 60 | 6.67% | 1.5 |
|
| 1616 |
1616
Klingman & Associates
New York
| $1.02B | -$5M | -0.5% | 4.59% | 64.9% | 201 | 10.45% | 3.6 |
|
| 1617 |
1617
Motley Fool Asset Management
Alexandria,
Virginia
| $1.02B | -$45.3M | -4% | 0.57% | 117% | 219 | 5.02% | 3 |
|
| 1618 |
1618
Neville Rodie & Shaw
New York
| $1.02B | -$100M | -9% | 4.28% | 125% | 258 | 4.65% | 6.7 |
|
| 1619 |
1619
Schechter Investment Advisors
Birmingham,
Michigan
| $1.01B | -$13.1M | -1% | 2.93% | 36.1% | 1,037 | 16.49% | 0.6 |
|
| 1620 |
DTL
1620
Dynamic Technology Lab
Singapore
| $1.01B | +$129M | +15% | 5.3% | 30.8% | 1,682 | 72.41% | 0.2 |
|
| 1621 |
1621
Cannell & Spears
New York
| $1.01B | -$96.5M | -9% | 6.74% | 113% | 213 | 11.27% | 4.9 |
|
| 1622 |
1622
Rothschild Investment LLC
Chicago,
Illinois
| $1.01B | -$75.2M | -7% | 5.16% | 99.4% | 516 | 11.05% | 4.6 |
|
| 1623 |
1623
Neumeier Poma Investment Counsel
Carmel,
California
| $1.01B | -$269M | -21% | 0.87% | 229% | 47 | 19.15% | 3.2 |
|
| 1624 |
1624
Atwood & Palmer
Kansas City,
Missouri
| $1.01B | -$17.6M | -2% | 3.04% | 90% | 410 | 9.51% | 4.7 |
|
| 1625 |
1625
Iridian Asset Management
Westport,
Connecticut
| $1.01B | -$215M | -18% | 2.48% | 88.4% | 56 | 8.93% | 2.4 |
|